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ATHIX vs PEMGX
ATHIX vs PEMGX Comparison
Open Charts ATHIX vs PEMGX
ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATHIX is a Buy and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.7B vs. ATHIX (5.59B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (29 years) vs PEMGX (21 years). PEMGX (0.90) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 62.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than ATHIX: PEMGX (1000) vs ATHIX (5000000). ATHIX annual gain was more profitable for investors over the last year : -10.81 vs. PEMGX (-13.38). PEMGX return over 5 years is better than : -2.33 vs. ATHIX (-14.46).
| ATHIX | PEMGX | ATHIX / PEMGX | |
| Total Expense Ratio | 0.80 | 0.90 | 89% |
| Annual Report Gross Expense Ratio | 0.80 | 0.90 | 89% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 7.705 | -4.297 | -179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 23.7B | 24% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -10.81 | -13.38 | 81% |
| Returns for 3 years | 10.02 | 11.31 | 89% |
| Returns for 5 years | -14.46 | -2.33 | 621% |
| Returns for 10 years | 14.53 | 77.19 | 19% |
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